+187.6%
SIMO vs CCEP
+140.3%
+47.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.3% |
| 7D | +14.9% | -0.3% | +15.2% | +14.9% |
| 30D | -27.0% | +11.0% | -37.9% | -27.1% |
| 3M | -25.4% | +9.2% | -34.6% | -25.4% |
| 6M | -30.3% | +27.2% | -57.4% | -32.1% |
| YTD | +95.8% | +30.3% | +65.5% | +88.4% |
| 1Y | +100.0% | +28.7% | +71.4% | +93.0% |
| 3Y | +238.3% | +109.4% | +128.8% | +178.6% |
| 5Y | +187.6% | +144.1% | +43.5% | +129.1% |
| All | +187.6% | +140.3% | +47.2% | +129.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CCEP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling